Ignition Model IG0418 1 43 MUGEN '95 JTCC Resin model from F S Japan CIVIC fhnjfy1940-Contemporary Manufacture

Hasegawa Macross 1 72 SV-51γ Nora Type Plastic Model Kit F S
EASTERN EXPRESS 144116-5 FOKKER 27-500 UNITED EXPRESS SCALE MODEL KIT 1 144 NEW

Ignition Model IG0418 1 43 MUGEN '95 JTCC Resin model from F S Japan CIVIC fhnjfy1940-Contemporary Manufacture

Tamiya 1 350 Battleship New Jersey Kit Circa 1991
EXTREMELY RARE Revell Junkers Ju 52 3mg4e military 1 48 No. 04521 Factory Sealed
23 Jul 2019
6 Star Wars Ep 6 Return of the Jedi Millennium Falcon Diecast Hot Wheels Elite
4 FOIL Cyclonic Rift - bluee Return to Ravnica Mtg Magic Rare 4x x4
Stone Giant Alpha SPLD Red Uncommon MAGIC THE GATHERING CARD (32947) ABUGames
AC Models 1 35 WWII U.S. M8 Greyhound Crew & Stowage in the ETO

MARKET PERSPECTIVES

Ignition Model IG0418 1 43 MUGEN '95 JTCC Resin model from F S Japan CIVIC fhnjfy1940-Contemporary Manufacture

YUGIOH LEGENDARY DRAGON OF WHITE + LEGENDARY MAGICIAN OF DARK WSUP-EN052 051

Trumpeter 1 35 Russian 4K51 Rubezh Coastal ASM with P-15
Italeri Model kit 35 M113 ACAV w 106mm Recoilless Gun
Mago black DIY-P006 PORTUGUESE Dark Magician 1st Ed Konami Yu-Gi-Oh Near Mint
LIMITED EDITION Phoenix 1 200 Aeroflot Russian Airline Tupolev TU-134A RA-65566 Bandai Hobby MG Version Sinanju Animation color Model Kit

Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was: How low can yields go? Why have foreign markets lagged the US? What impact…

Hobbyboss 83806 Plastic Model Kit Armored Car DIY 1 35 R35 Light Infantry Tank
Fujimi 1 72 Nakajima night fighter Gekko Maquette avion WW
Model_kits Robot Spirits [SIDE MS] Full Armor Unicorn Gundam (Unicorn Mode) SB

The great American writer and humorist Mark Twain was author of many famous sayings, most notably “Reports of my death have been greatly exaggerated.” We think that most famous of Mark Twain sayings applies nicely to our ongoing – and now record – US economic…

Ignition Model IG0418 1 43 MUGEN '95 JTCC Resin model from F S Japan CIVIC fhnjfy1940-Contemporary Manufacture

Market Perspectives
Maisto 50318 '98 Corvette Congreenible, Diecast in 1 18, NEU & OVP - selten
Garmin Nuvi - DriveSmart 51 NA LMT-S Garmin DriveSmart 51LMT-S North America

Coming into 2019, Brinker Capital believed if we could solve for monetary policy risk and trade policy risk that the economy and the markets would be biased higher. Well, we received more good news than bad on both fronts lately, and risk assets and the…

Wills Kits 72624 1 72 The World Flight of 1924 BiPlane Cruisers (4 Ltd Plastic
Avioni-X 1 144 MH-60S U.S.Navy HSC-2 Fleet Angels AV440006 JAPAN F S J1284
Xiahou Dun, the One-Eyed PREMIUM FOIL Judge Gift - Mtg Magic - Promo Market Perspectives
BANDAI MG Gundam The 08th MS Team 1 100 RGM-79 [G] GM Sniper MG 146734 New J

As US/China relations remain troubled, we are increasingly asked if China might seek to punish the US by liquidating its portfolio of US Treasuries, a course of action often referred to as the “Nuclear Option.” Given that China is the largest foreign holder of US…

Yu-Gi-Oh Houtou doujin card Sleeves No.47 Jean Japan
Market Perspectives
AIRSTORE Phoenix 1 400 Diecast Finnair A350-900 Holiday Livery OH-LWD RARE

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the…

SWORD SO3C Seamew Watercraft Type 1 72 Plastic model
Trumpeter 02292 1 32 Messerschmitt Bf109F-4
Market Perspectives
VINTAGE MECANNO DINKY TOYS JAGUAR XK 120 YELLOW, RESTORED TO NEAR MINT B

We think Ferris’ words of wisdom apply equally as well to the stock market and would cite near-term and long-term return streams as proof positive of that point. To back up a bit, May was a month to forget for risk assets, as the S&P…

HOBBY MASTER HA5701 Sukhoi Su-35 Flanker E Predotype 902 Russian Air Force 1 72
1x Illusionary Mask - (Moderate Play) Unlimited
MTG - Foil Tezzeret, Artifice Master M19 Core Set 2019 & emblem
Behavioral Finance

In my last post, I set forth some of the frightening statistics around money and relationships, including:  Disagreements around money are the #1 cause of divorce in America 12% of married couples have never had a conversation about their finances More than 1/3 of Millennial…

Tamiya 1 35 35215 German Pz.Kpfw.III Ausf.L Model Kit